A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 16,841 shares of SMMV stock, worth $711,195. This represents 0.63% of its overall portfolio holdings.

Number of Shares
16,841
Holding current value
$711,195
% of portfolio
0.63%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$40.26 - $44.35 $678,018 - $746,898
16,841 New
16,841 $698 Million

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
Track This Portfolio

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.